Team At Fox-Smith Wealth Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. The members of our Advisor team are seasoned financial professionals with between 8 and 26 years experience in varying disciplines and specialties. All of the knowledge they have obtained is focused on one thing, serving you. GUSTIN D. FOX-SMITH, AIF®, ChFC® President and Chief Financial Advisor, Regional Director (303) 650-2727 (303) 650-0187 email@example.com Gus has been an avid follower of the financial markets since he was 12 years old when he first learned to read stock quotes in the newspaper and began a hypothetical stock portfolio of his own. Read more Brian R. Bush, CFP® Partner and Financial Advisor (303) 650-2727 (303) 650-0187 firstname.lastname@example.org Brian became a registered Financial Consultant in 1998. He began his career in finance working for Janus Funds then completed the educational requirements to become a Certified Financial Planner® in January of 2003. Brian also... Read more Dahna Clarke Partner and Financial Advisor (303) 650-2727 (303) 650-0187 email@example.com Dahna brings twenty years of financial services experience to her position as a Financial Advisor . She’s been a Branch Administrative Manager, a District Supervisor of other... Read more Alex Liss, ChFC® Financial Advisor 303-650-2727 firstname.lastname@example.org Alex joined the Fox-Smith Wealth Management team after graduating from the University of Nebraska at Omaha in 2018 with a degree in finance. During his time in Omaha, Alex realized that he wanted to find a career in which he could help... Read more Mike Worley Client Service Director & Chief Client Liaison 303-650-2727 303-650-0187 email@example.com Mike brings over a dozen years of experience within the financial services industry to Fox-Smith Wealth Management. He has a strong passion to help families reach their financial goals by building lasting relationships and helping... Read more Michael Callahan Client Liaison 303-650-2727 303-650-0187 firstname.lastname@example.org Michael has been involved in financial services since 2014, starting on the trading desk at Charles Schwab and managing small business 401(k) plans at Transamerica. Michael brings a willingness to help clients understand their... Read more Geri Valdez Client Liaison 303-650-2727 303-650-0187 email@example.com Geri Valdez has a mind for solving problems. Over the course of 20 years in the financial industry she has developed a repeatable and reliable system for addressing client’s needs and getting results from complex problems. Her... Read more Meredith Locke Director of Operations 303-650-2727 303-650-0187 firstname.lastname@example.org Meredith's superb organizational skills and meticulous attention to detail has become the foundation to our back office operations department. She excels at teamwork facilitation and collaboration. Her love of servicing clients through... Read more Cynthia Griggs Office Coordinator & Operations Specialist 303-650-2727 303-650-0187 email@example.com Cynthia is excited to be a part of the FSWM team and strives to always greet clients with a cheery hello whether it be in our office or over the phone. Cynthia’s past experience in accounting helped her discover a passion for... Read more Erin Fox-Smith Executive Assistant and Client Ambassador 303-650-2727 303-650-0187 firstname.lastname@example.org Erin has recently joined her husband Gus, at Fox-Smith Wealth Management, after years of him asking her to become a member of the team. Prior to coming to our office, Erin worked in event planning and managing the busy Fox-Smith... Read more Ash Fox-Smith Intern 303-650-2727 303-650-0187 email@example.com Ash Fox-Smith is excited to start his carrier in finance as an Intern at Fox-Smith Wealth Management. He first realized that he wanted to follow in his Father’s footsteps when he saw how much Gus enjoyed helping his clients and... Read more Have a Question? Name Email Address Question Thank you! Oops!